Results-oriented professional with extensive experience in mortgage servicing and team leadership. Known for implementing effective training programs and process enhancements that drive efficiency and elevate customer and employee satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Team Leader
Vanderbilt Mortgage and Finance
Maryville, TN
11.2025 - Current
Led a team responsible for reviewing, processing, and reconciling property tax payments for mortgage accounts
Directed training initiatives for new hires and mentors to optimize onboarding processes and elevate team performance.
Analyzed new hire feedback to identify areas for improvement in onboarding procedures.
Designed and implemented a SharePoint site to streamline access to essential resources.
Ensure accurate and timely disbursement of payments per federal, state, and local tax regulations.
Research and resolve tax discrepancies, delinquencies, and escrow shortages to prevent penalties.
Assign workloads, track deadlines, and monitor quality to uphold high performance.
Provided coaching and career development guidance to team members, preparing them for advancement opportunities.
Loan Services Research Team Lead
Vanderbilt Mortgage and Finance
Maryville, TN
05.2024 - 11.2025
Led a research team responsible for investigating account discrepancies, payment issues, and complex mortgage servicing inquiries
Reviewed loan histories, transaction records, escrow activity, and customer documentation to identify and resolve errors
Assigned requests, monitored workloads, and ensured timely resolution in accordance with company policies and regulatory standards
Coached team members on research methods, accuracy, and compliance to maintain high-quality outcomes
Acted as escalation point for complex cases requiring in-depth analysis and cross-department coordination
Prepared reports on trends, recurring issues, and resolution performance to support process improvements
Partnered with operations, customer service, and management to prevent future errors and improve efficiency
Worked alongside HR to assess team member compliance and identify actionable solutions.
Mortgage Servicing Compliance
Quality Control & Auditing
Process Improvement
Reporting & Documentation
Call Center Team Leader
Vanderbilt Mortgage and Finance
Maryville, TN
06.2022 - 05.2024
Led daily operations of call center team, ensuring adherence to performance standards and service excellence.
Mentored team members, enhancing skills and promoting professional development initiatives.
Implemented process improvements that increased efficiency and reduced average handling time.
Analyzed call metrics to identify trends and develop strategies for performance enhancement.
Spearheaded enhancements to mentor program and new hire onboarding by developing targeted mentor training focused on diverse learning styles.
Senior Call Center Agent
Vanderbilt Mortgage and Finance
Maryville, TN
08.2021 - 06.2022
Served as senior escalation point for complex customer issues involving mortgage accounts, payment disputes, and other escalated issues
Mentored and supported new agents through training, coaching, and real-time call assistance to improve performance and confidence
Monitored call quality and provided feedback to ensure compliance with company policies and financial regulations
Handled high-priority accounts, sensitive customer concerns, and time-critical requests with professionalism
Assisted supervisors with daily operations including call flow management, reporting, and workflow coordination
Maintained top performance metrics in call resolution, customer satisfaction, and attendance
Identified process improvements to reduce repeat calls and improve customer experience
Call Center Agent
Vanderbilt Mortgage and Finance
Maryville, TN
01.2021 - 08.2021
Handled high-volume inbound and outbound calls assisting customers with mortgage accounts, payments, escrow, and loan inquiries
Provided clear explanations of loan terms, due dates, late fees, and payoff information to improve customer understanding and satisfaction
Processed payments, updated customer records, and documented call outcomes accurately in CRM systems
De-escalated difficult situations with professionalism and empathy to retain customers and reduce complaints
Met or exceeded call quality, productivity, and customer satisfaction metrics
Collaborated with supervisors and internal departments to resolve complex account concerns
Recreational Aid
Tellico Village Wellness Center
Loudon, TN
08.2018 - 12.2020
Welcomed and supported members with a focus on professionalism and friendliness.
Executed thorough cleaning and sanitization of facility and gym equipment to ensure a safe environment.
Managed membership applications and organized essential documentation to enhance administrative efficiency.
Provided insights on Tellico Village recreational amenities to promote local resources and improve resident satisfaction.